|
1
|
Camden Asset Management
Los Angeles,
California
|
$33.1M
|
-$1.41M
|
-50,400
|
-4%
|
|
|
2
|
Equitec Specialists
Chicago,
Illinois
|
$19.6M
|
-$522K
|
-18,630
|
-3%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$18.4M
|
–
|
–
|
–
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.78M
|
+$2.1M
|
+75,000
|
+35%
|
|
|
5
|
Putnam Investments
Boston,
Massachusetts
|
$7.19M
|
-$96.4K
|
-3,440
|
-1%
|
|
|
6
|
Forward Management
San Francisco,
California
|
$6.89M
|
–
|
–
|
–
|
|
|
7
|
Cutler Capital Management
Worcester,
Massachusetts
|
$4.92M
|
–
|
–
|
–
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.66M
|
+$172K
|
+6,129
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$726K
|
–
|
–
|
–
|
|
|
10
|
SSI Investment Management
Los Angeles,
California
|
$606K
|
–
|
–
|
–
|
|
|
11
|
Force Capital Management
New York
|
$553K
|
–
|
–
|
–
|
|
|
12
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$376K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$353K
|
+$4.2K
|
+150
|
+1%
|
|
|
14
|
|
$254K
|
–
|
–
|
–
|
|
|
15
|
CSS LLC
Chicago,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
16
|
Schnieders Capital Management
Pasadena,
California
|
$206K
|
–
|
–
|
–
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$175K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$34K
|
-$32.8K
|
-1,171
|
-49%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$96K
|
-3,403
|
Closed
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$6K
|
-200
|
Closed
|
|
